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Can You Trust a Bank Today with $250K or More?
Recently we saw the FDIC release a letter to the general public regarding banks under reporting their uninsured balances. Although banks are highly…
Aug 4
•
Jeff Martinez, CRPC®
2
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Can You Trust a Bank Today with $250K or More?
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July 2023
Happy 4th of July
The Freedom to Invest
Jul 4
•
Jeff Martinez, CRPC®
2
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Happy 4th of July
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June 2023
Bank You
The Trusted Trusted Bank
Jun 26
•
Jeff Martinez, CRPC®
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Bank You
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Treveri Capital’s Response to the SEC’s Reopen Comment Redefinition of “Exchange” and Alternative Trading Systems (ATS)
Being highly experienced in the US capital market structure and Reg NMS, Treveri Capital’s 2nd response to the SEC’s redefinition of “Exchange” and…
Jun 14
•
Jeff Martinez, CRPC®
1
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Treveri Capital’s Response to the SEC’s Reopen Comment Redefinition of “Exchange” and Alternative Trading Systems (ATS)
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April 2023
Dinosaurs and Pension Runs
Dinosaurs once roamed earth many years ago. They ruled for a time period then disappeared because of lack of sun, weather, or other unknown reasons…
Apr 6
•
Jeff Martinez, CRPC®
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Dinosaurs and Pension Runs
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March 2023
How Safe is Your Cash
Bank Alternatives for Cash
Mar 14
•
Jeff Martinez, CRPC®
1
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How Safe is Your Cash
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February 2023
5 Ways Life Insurance Can Help With Living Benefits
Life insurance policies can also provide living benefits, which allow policyholders to access their death benefit while they are still alive. Here are 5…
Feb 21
•
Jeff Martinez, CRPC®
1
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5 Ways Life Insurance Can Help With Living Benefits
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The New Income Investors
The gift that keeps on giving.
Feb 18
•
Jeff Martinez, CRPC®
2
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The New Income Investors
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Crypto Staking Alternative Investing
Crypto staking is a newer type of investment strategy that started in the crypto mining world of proof of stake (PoS) and proliferated. It’s pretty…
Feb 12
•
Jeff Martinez, CRPC®
1
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Crypto Staking Alternative Investing
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January 2023
The Medicare Maze
Welcome to the world of Medicare. Its an interesting maze. Like a mouse maze, Medicare has different paths. Some dead ends, others successful. Although…
Jan 27
•
Jeff Martinez, CRPC®
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The Medicare Maze
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August 2022
Best Time to Backdoor a Roth IRA
Bears are interesting animals. Bears are known to walk slowly but can be ferocious. If you’ve ever seen the power of a bear, you’d know what I mean. A…
Aug 30, 2022
•
Jeff Martinez, CRPC®
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Best Time to Backdoor a Roth IRA
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Dragflation
A combination of a dragging economy and inflation is Dragflation. But there are benefits. Our economy is dragging. With about 40,000 layoffs1 for 2022…
Aug 16, 2022
•
Jeff Martinez, CRPC®
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Dragflation
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